zhanghongyu_0626
4b8e11c9bd
- Added `ThresholdRepository` for managing customer loss threshold configurations and notifications. - Introduced `threshold_service` to handle loss threshold alerts based on customer portfolio performance. - Enhanced `customer_prompts` to include new intent for querying product net values. - Updated `customer_service` to integrate new threshold alert functionality into existing workflows. - Implemented `sanitize_postprocess` for improved compliance handling in customer interactions. - Enhanced course documentation to reflect updates in advisor training modules and interactive elements. This update significantly improves the customer experience by providing proactive loss threshold notifications and enhancing the overall service framework.
87 lines
5.4 KiB
HTML
87 lines
5.4 KiB
HTML
<section class="module" id="module-1">
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<div class="module-inner">
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<p class="eyebrow animate-in">模块 1 · 理财师视角</p>
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<h1 class="module-title animate-in">代理人助手：<br>聊名下客户，不外发草稿</h1>
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<p class="module-lead animate-in">
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理财师（如 <code>STAFF-10086</code>）登录后打开「代理人助手」，通过
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<span class="term" data-definition="X-Agent-Type 是 HTTP 请求头里的一行，告诉后端这次对话走哪条 Agent 业务线；理财师必须填 advisor。">X-Agent-Type: advisor</span>
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进入顾问线。只能讨论<strong>名下已绑定</strong>的客户，生成的沟通草稿不会自动发给客户。
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</p>
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<div class="screen animate-in">
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<h2>三条和 customer 线的硬区别</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>编排入口</h3>
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<p>走 顾问通用 tool→llm→guard 编排（<code>agent_service.py</code>）顾问通用 tool→llm→guard 编排，<strong>不是</strong> 登录客户 14 节点编排（<code>customer_service.py</code>）登录客户 14 节点编排。</p>
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</div>
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<div class="pattern-card">
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<h3>客户范围</h3>
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<p>会话可绑定某个 <code>customer_id</code>；查数据前过 G-01 归属——必须是 <code>customer_advisor_rel</code> 里 active 的名下客户。</p>
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</div>
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<div class="pattern-card">
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<h3>能力边界</h3>
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<p>System prompt 固化：可查持仓/流水/风评、搜产品知识库；<strong>草稿不外发</strong>、不做投资建议承诺。</p>
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</div>
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</div>
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<div class="callout callout-accent">
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<strong>Demo 账号：</strong> <code>STAFF-10086</code> 理财师 · 名下示例客户 <code>CUST-9527</code>。改功能时先确认会话里绑的是哪位客户，再测归属拒绝场景。
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</div>
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</div>
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<div class="screen animate-in">
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<h2>请求长什么样</h2>
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<div class="translation-block">
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<div class="translation-code">
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<span class="translation-label">前端 · chat.ts</span>
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<pre><code><span class="code-line">POST /api/chat/stream</span>
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<span class="code-line">Authorization: Bearer <jwt></span>
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<span class="code-line"><span class="code-string">"X-Agent-Type"</span>: <span class="code-string">"advisor"</span></span>
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<span class="code-line">{ <span class="code-string">"message"</span>: <span class="code-string">"客户持仓如何"</span>, <span class="code-string">"customer_id"</span>: <span class="code-string">"CUST-9527"</span> }</span></code></pre>
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</div>
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<div class="translation-english">
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<span class="translation-label">白话</span>
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<div class="translation-lines">
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<p class="tl">和对话 API 一样要带 JWT，但 Agent 类型填 advisor，不是 customer。</p>
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<p class="tl">body 里可指定要服务的客户号；后端会校验这位客户是否在该理财师名下。</p>
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<p class="tl">缺 X-Agent-Type 直接 401，和业务代码无关。</p>
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</div>
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</div>
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</div>
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</div>
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<div class="screen animate-in">
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<h2>顾问线能调哪些 Tool（关键词意图）</h2>
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<div class="badge-list">
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<div class="badge-item"><span class="badge-code">query_holdings</span><span class="badge-desc">持仓 / 持有 / 仓位</span></div>
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<div class="badge-item"><span class="badge-code">query_recent_trades</span><span class="badge-desc">流水 / 交易记录</span></div>
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<div class="badge-item"><span class="badge-code">query_customer_profile</span><span class="badge-desc">风险测评 / 风险等级</span></div>
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<div class="badge-item"><span class="badge-code">search_knowledge</span><span class="badge-desc">基金 / 申购 / 费率 / 产品手册</span></div>
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</div>
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<div class="quiz-container" id="quiz-advisor-m1">
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<div class="quiz-question-block"
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data-correct="option-b"
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data-explanation-right="对。advisor 走 顾问通用 tool→llm→guard 编排（agent_service.py）的 tool→llm→guard；customer 才走 登录客户 14 节点编排（customer_service.py）14 节点。"
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data-explanation-wrong="理财师线和客户线是 四 Agent 对话 HTTP 入口（chat.py）里两个 if 分支，编排文件不同。">
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<h3 class="quiz-question">理财师打开「代理人助手」对话，编排跑在哪？</h3>
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<div class="quiz-options">
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<button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>登录客户 14 节点编排（customer_service.py）</span>
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</button>
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<button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>顾问通用 tool→llm→guard 编排（agent_service.py）</span>
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</button>
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<button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>analyst_agent 问数</span>
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</button>
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</div>
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<div class="quiz-feedback"></div>
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</div>
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<button class="quiz-check-btn" onclick="checkQuiz('quiz-advisor-m1')">检查答案</button>
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<button class="quiz-reset-btn" onclick="resetQuiz('quiz-advisor-m1')">重做</button>
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</div>
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</div>
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</div>
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</section>
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